Sr Business Analyst – Salesforce, Kantata SX & Professional Services Operations - Remote

Veradigm®; Raleigh (NC); Remote; USD 85,000 - 110,000; Full time

Job summary

Join a leading company as a Senior Business Analyst focusing on Salesforce and Kantata SX. You will collaborate with teams to enhance Professional Services operations, streamline processes, and support system improvements. This role requires strategic thinking and effective communication skills to bridge technical and business teams.

Qualifications

• 5+ years as a Business Analyst, with at least 2 years working with Salesforce and Kantata SX.
• Strong understanding of Professional Services operations.

Responsibilities

• Gather and document requirements for Salesforce and Kantata SX.
• Lead user story refinement and ensure requirements are development-ready.
• Act as a subject matter expert for Kantata SX and Salesforce.

Skills

Communication

Analytical Skills

Agile Methodologies

Tools

Salesforce

Kantata SX

JIRA

Confluence

Excel

Lucidchart

Visio

Job description

Sr Business Analyst – Salesforce, Kantata SX & Professional Services Operations - Remote

Join us at Veradigm as a Senior Business Analyst specializing in Salesforce and Kantata SX, supporting Professional Services, Project Portfolio & Program Management (PPPM), and Implementation workflows. Collaborate with cross-functional teams to gather requirements, refine user stories, and improve systems using agile methodologies. This role requires strategic thinking, detailed execution, and acting as a liaison between business stakeholders and technical teams.

Responsibilities

• Gather and document requirements for Salesforce and Kantata SX from stakeholders across various teams.
• Lead user story refinement, grooming sessions, and ensure requirements are development-ready.
• Translate business processes into system workflows and configurations, focusing on project delivery, resource planning, and client onboarding.
• Act as a subject matter expert for Kantata SX and Salesforce, optimizing their use for project and services operations.
• Partner with implementation teams to identify pain points, define future processes, and recommend scalable solutions.
• Support backlog management, sprint planning, and agile ceremonies.
• Document workflows, process maps, and data flows to support system enhancements and training.
• Guide system configurations and support issue triage related to Salesforce and Kantata SX.
• Track progress, communicate risks, and provide status updates to stakeholders and leadership.
• Identify opportunities for automation or system integration across service delivery.

About You

• 5+ years as a Business Analyst, with at least 2 years working directly with Salesforce and Kantata SX.
• Strong understanding of Professional Services operations, including PPPM, resource management, and client workflows.
• Hands-on experience with Salesforce configuration and working knowledge of Kantata SX project lifecycle.
• Excellent communication skills to bridge technical and business teams.
• Ability to manage multiple workstreams in an agile environment.
• Proficiency with JIRA, Confluence, Excel, and process mapping tools like Lucidchart or Visio.
• Strong analytical skills and attention to detail.

Bonus Qualifications

• Experience with enterprise tools like NetSuite, Workday, or Zuora.
• Familiarity with API integrations, SQL, or data validation.
• Background in SaaS or consulting with complex service models.
• Certifications such as Salesforce Administrator, CSPO, or IIBA CBAP/CCBA.

Why Join Us?

As a Senior Business Analyst, you'll shape how our services teams work across Salesforce and Kantata SX, streamlining processes and supporting platform enhancements. If you're a systems-savvy problem solver passionate about professional services, this is your opportunity to make a significant impact.